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ENY: Invesco Canadian Energy Income ETF (ETF)
Basic Info
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/27/2007 |
Last Dividend Date: | 12/24/2018 |
12-Mo. Yield | 3.17% |
Expenses | 0.71% |
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Performance Analytics (As of 09/04/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/27/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 90.3 | 48.5 | 13.5 | 10.8 | 895.9 | -30.6 | -7.8 | 34.4 | -42.4 | -20.1 | -5.2 | -7.9 | -16.4 | 18.7 | 52.7 | -56.8 | -2.1 |
Sharpe Ratio | NA | 2.49 | 0.51 | 0.06 | -0.04 | -0.19 | 167.27 | -2.47 | -1.48 | 0.01 | -1.81 | -1.61 | -1.53 | -1.2 | -1.04 | 0.0 | 0.7 | -1.13 | -0.93 |
Draw Down(%) | NA | 33.8 | 40.8 | 68.4 | 76.7 | 83.5 | 4.5 | 36.3 | 14.6 | 17.3 | 45.0 | 43.0 | 16.3 | 25.5 | 44.9 | 21.1 | 40.7 | 70.3 | 17.4 |
Standard Deviation(%) | NA | 240.8 | 130.9 | 102.5 | 74.3 | 72.1 | 543.8 | 21.2 | 18.3 | 31.8 | 33.6 | 24.0 | 15.6 | 22.3 | 33.5 | 27.0 | 48.6 | 67.6 | 27.2 |
Treynor Ratio | NA | 0.83 | 0.2 | 0.03 | -0.02 | -0.11 | 27.85 | -0.67 | -0.25 | 0.0 | -0.51 | -0.35 | -0.27 | -0.25 | -0.36 | 0.0 | 0.3 | -0.86 | -0.31 |
Alpha | NA | 4.49 | 2.8 | 1.53 | 0.6 | 0.34 | 10.73 | -0.1 | 0.06 | 0.16 | 0.22 | -0.01 | -0.22 | -0.04 | -0.06 | 0.02 | 0.05 | -0.12 | -0.12 |
Beta | NA | 7.25 | 3.31 | 2.13 | 1.52 | 1.23 | 32.66 | 0.78 | 1.09 | 1.15 | 1.19 | 1.12 | 0.89 | 1.07 | 0.98 | 1.0 | 1.14 | 0.89 | 0.81 |
RSquared | NA | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.12 | 0.6 | 0.61 | 0.83 | 0.8 | 0.71 | 0.61 | 0.83 | 0.84 | 0.81 | 0.79 | 0.62 | 0.54 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2007
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